Setting Up Cost Sheet Data

You can select the Cost Sheet column data that you want to use in Construction and Engineering Analytics.

To set up cost sheet data:

  1. Sign in to Primavera Unifier with administration privileges.
  2. In the navigation pane, select Analytics.
  3. Select Cost Sheet and click Open.
  4. In the Data Mapping-Columns tab of the Cost Sheet Setup window, specify the following information:
    1. In the top section, for each Cost Sheet Analytics field listed in the Name column, select a corresponding Cost Sheet Data Source defined in Unifier. Data sources are classified as Single Sources and Logical Sources.
    2. In the User Defined Columns section,
      1. In the Data Source column, select a data source for each User Defined Column.

        The P6 data sources are included under the Single Sources, and the element is included within the parenthesis of the P6 Data Source. For example, Current Baseline (Planned Cost).

        In addition to the predefined list displayed, you can add up to 10 additional mappings for the Cost Sheet data sources.

        You can pick the same data source for multiple fields.

      2. In the Label field, modify the label according to your business need. By default, the label is populated with the data source name.

        A red-color asterisk (*/star symbol) appears for the columns that are mapped to a data source.

  5. In the Data Mapping-Cost Attributes tab of the Cost Sheet Setup window, click Add.
    1. In the Add User Defined Attribute window, enter the following information:
      1. The Data Type field displays String by default.

        If the Data Type field is String, then the field is a dimension object in Construction and Engineering Analytics. Otherwise, the field is a fact object.

      2. In the Name field, select a User Defined String Field 1 through 20.
      3. In the Data Source field select the Data Elements (DEs) from the Cost Code Attributes Detail Form. Only DEs with the String type Data Definitions (DDs) are displayed in the Data Source field. The String type DDs in the list are:
      • Text Box
      • Multiple Text Lines
      • Pull-Down Menu
      • Radio Buttons
      • Multi-select Input
      1. In the Label field, modify the label name as per your business needs. By default displays the Data Source field value selected in the previous field.
      2. Click OK.
  6. Click Apply, then OK.

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